03 — Projects / 03
CRM & processes
A lightweight CRM for service businesses, with a pipeline, clients and history.
Demo3
- Demo
CRM for service businesses
Drag-and-drop pipeline, client records with history and website leads arriving live.
View demo - Demo
Owner dashboard
KPIs, leads by source, funnel and revenue by service — switch the period and click a source to filter everything.
View demo - Demo
Client project portal
Stages, photos, approvals, payments and messages for a remodel — plus the company view posting updates in one click.
View demo
All demos use fictional companies and data.